observationalist

Banks Stressing the System vs. Potential Winners of the TARP Repayment Race

let's look at some data for loans OTHER than mortgage originations, which is what your "flow of credit to the economy" chart is. If you're going to stick with only mortgage origs, I'd like to see data on applications for mortgages as well. Conforming mortgage lending down 35%... what are applications for conforming mortgages doing? If they're down 35%, is it the banks that are the bottleneck?

Rising Oil and the Future of Globalization: Implications for Transport Stocks

I'd not throw the drybulk crowd in with the container ship crowd. If shipping costs get high, what is an importer of coal, ore, grain going to do? Sure, it might encourage exploration or more agricultural development in the long run, but for the most part there are very limited sources for dry bulk commodities.

Top Country PEG Ratios: Russia, Singapore, Malaysia

thought provoking idea. i tweaked it a little bit using economist.com real gdp forecasts over 5 years and making an attempt at time biasing. There's some difference in the data because I'm sure I'm using a different source for gdp, but my top 5 came out Russia, Singapore, South Africa, Malaysia, South Korea.

If you want to look at the full chart

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